Wealth Planning & Private Client Advisor

JPMorgan Chase & Co.; Appleton (WI); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management in Appleton, Wisconsin. This role centers on delivering comprehensive financial planning and investment advice to individuals and families, leveraging digital tools and Chase referrals to deepen client relationships.

You will build a book of business, apply goals-based planning, and guide clients through market insights and personalized solutions with integrity and client-first service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and building client relationships with key partners.
• Ability to deliver goals-based planning and trusted advisory services.
• Active Series 7 required; Series 66 (63/65) required or must be obtained within 60 days of starting employment; Life/Health/LTC licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management, not portfolio management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate strong understanding of financial markets and sound business judgement.
• Promote an exceptional investor experience by leveraging Chase referrals and advising on solutions.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

FINRA Series 7

FINRA Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Certified Financial Planner CFP

Job description

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management in Appleton, Wisconsin. This role centers on delivering comprehensive financial planning and investment advice to individuals and families, leveraging digital tools and Chase referrals to deepen client relationships.

You will build a book of business, apply goals-based planning, and guide clients through market insights and personalized solutions with integrity and client-first service.